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Wealthspire Advisors (Maryland)’s Essex Property Trust ESS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ESS Stock Details ESS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-246
Closed -$71K – 935
2019
Q1 		$71K Sell
246
-12
-5% -$3.27K 0.01% 763
2018
Q4 		$63K Buy
258
+46
+22% +$11.6K 0.01% 757
2018
Q3 		$52K Buy
212
+2
+1% +$482 ﹤0.01% 949
2018
Q2 		$50K Sell
210
-8
-4% -$1.91K ﹤0.01% 978
2018
Q1 		$52K Buy
218
+17
+8% +$3.92K ﹤0.01% 962
2017
Q4 		$49K Buy
201
+50
+33% +$12.6K ﹤0.01% 1019
2017
Q3 		$38K Buy
151
+13
+9% +$3.4K ﹤0.01% 1065
2017
Q2 		$36K Buy
138
+20
+17% +$5.03K ﹤0.01% 1060
2017
Q1 		$27K Buy
118
+29
+33% +$6.65K ﹤0.01% 981
2016
Q4 		$21K Buy
89
+10
+13% +$2.16K ﹤0.01% 1007
2016
Q3 		$18K Buy
79
+8
+11% +$1.82K ﹤0.01% 1084
2016
Q2 		$16K Hold
71
– – ﹤0.01% 1066
2016
Q1 		$17K Hold
71
– – ﹤0.01% 1012
2015
Q4 		$17K Buy
+71
New +$16.3K ﹤0.01% 1016

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ESS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Essex Property Trust (ESS) in Q2 2019, closing a stake of 246 shares — an estimated $71K sold.

Wealthspire Advisors (Maryland) first reported a position in ESS in Q4 2015 and held it in 14 quarters. The position peaked at $71K in Q1 2019. 488 funds tracked by Wall St. Rank hold ESS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Essex Property Trust position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 246 Essex Property Trust shares in Q2 2019, an estimated $71K.
  • Wealthspire Advisors (Maryland) first reported a position in Essex Property Trust in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Essex Property Trust position peaked at $71K in Q1 2019.
  • 488 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.